See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,392 | $214,378-45.7% | $200,582-42.0% | $142,382-18.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 20.28% | 46.41%-26.1pp | 42.33%-22.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,752 | $6,841-74.4% | $6,419-72.7% | $4,299-59.3% |
| Participant deferral / active EE | $26,471 | $9,865+168.3% | $9,331+183.7% | $6,507+306.8% |
| Admin fee / account holder | $34,941 | $17,692+97.5% | $16,305+114.3% | $12,624+176.8% |